Strategic Operations Director

1 month ago

Westlake, Ohio, United States Equity Trust Full time
About the Role

As a key member of our leadership team, the Strategic Operations Director will play a vital role in driving business growth and profitability. This position is based out of our Westlake, OH office and offers a hybrid schedule after the probationary period.

Job Summary

The Strategic Operations Director provides overall management, direction, and guidance of operational activities to maximize growth and profitability. This individual exhibits and embraces our Core Values and leads their team to do the same.

Key Responsibilities:
  • Client Service: Ensure client service levels are met or exceeded while maintaining a balance between quality and efficiency.
  • Talent Development: Promote associate engagement by setting clear expectations and consistently providing information, resources, feedback, coaching, and recognition that maintain a high level of performance.
  • Business Results: Drive business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring implementation of projects within the department.
  • Collaboration: Collaborate in the development and implementation of organization policies, practices, procedures, and attainment of operating goals.
  • Regulatory Compliance: Understand regulatory requirements and custodial obligations to ensure team compliance with policies and procedures.
  • Performance Tracking: Track progress against goals and present results, insights, and recommendations to management.
  • Team Leadership: Lead associates to meet company expectations for productivity, quality, continuous improvement, and goal accomplishment.
  • Communication: Maintain transparent communication by sharing appropriate organizational information through department and one-on-one meetings, email, and regular interpersonal communication.
  • Talent Acquisition: Attract and develop high-performing, engaged teams, inclusive of identifying and selecting talented candidates.
Other Functions:
  • Project Management: Manage special projects within the team and support projects and initiatives across the organization.
  • Relationship Building: Build and cultivate relationships across the Company and within the industry in order to be successful.
  • Budgeting: Assist with the annual budget process.
  • Staffing: Forecasts staffing needs and plans accordingly.
  • Additional Responsibilities: Perform other duties as assigned.
Requirements

To succeed in this role, you will need:

  • Education: Bachelor's degree in Finance, Business, or related field; relevant work experience may be considered in lieu of a degree.
  • Experience: Minimum seven (7) years of experience in direct team management managing multiple business units in the financial services, banking, or operations role.
Estimated Salary:

$120,000 - $180,000 per year, depending on qualifications and experience.

This job operates in a professional office environment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

Equity Trust is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

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